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Robert Gordon & Associates Inc
Springfield, Illinois
5.0
9 Reviews
Robert Gordon & Associates Inc is a reputable small investment advisory firm based out of Springfield, IL. With over 660 individual clients, they manage an impressive $265,856,000 in assets. Their expertise lies in employer 401Ks and individual investment management, constituting nearly half of their assets under management. The firm's impressive track record and extensive experience in this space have earned them a solid reputation.
With 75% of their assets managed on a discretionary basis, Robert Gordon & Associates Inc provides their clients with comprehensive and personalized investment strategies. Their compensation structur...see more
Assets Under Mgmt
$265.86M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Reviews for Robert Gordon & Associates Inc
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